How To: Add a Bonus Amount to Existing Check
To add a bonus to an existing check, click into Add/Edit Pay Statements / View Pay Statements and select the employee's pay statement
On the employee's pay statement, drop down on the blank line under E/D Code or E/D Name
Select the Code/Name "Bonus (Supplemental)" and enter the bonus amount in the Amount column
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How To: Add Workflow Delegation for Backup Approval
If a manager/approver is out of the office for a period of time, Workflow Delegation can be set up to assign a different manager to handle approvals during their absence. Delegations can be add by the employee prior to their absence or by the Admin ...
How To: Enter a Manual Check
Enter the Payroll Prep for the next scheduled payroll date Select View Pay Statements in the Add/Edit Pay Statements Payroll Prep step. Do not Initiate Payroll or Sync Time Select New Pay Statement Create a new pay statement using the Manual Pay ...
How To: Submit a New Tax Withholding Form
Changes to withholding form, such as the IRS Form W-4, can be initiated directly in the system by an employee and approved by HR. Once processed, all changes will be automatically updated on the employee record and applied to the next payroll ...
How To: Enroll in Benefits For Life Change Event
To enroll in benefits as the result of a life change event, such as the birth of a child, adoption, marriage, divorce, etc. select Start a new life change event on the My Benefits widget: You may also navigate to My Benefits > Enrollment > Life ...
How To: Consent to Electronic Year-End Form Delivery (W2 or 1099)
To grant consent for electronic year-end forms, navigate to My Info > My Pay > Forms > W2 or 1099-NEC Click the Electronic Consent button Check the box to Receive Form W2 Electronically and confirm the update with your password Once you have ...
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How To: Setup Additional or Override State Tax Amount
State tax calculations may have an additional amount added on a per pay basis or the calculated amount may be overridden completely. To add an additional amount to an employee's state tax calculation, navigate to the Tax Information > ...
How To: Void an Employee Check
Enter the Payroll Prep for the next scheduled payroll date. Select View Pay Statements in the Add/Edit Pay Statements Payroll Prep step. Do not Initiate Payroll or Sync Time Select New Pay Statement Create a new pay statement using the Void Pay ...
How To: Add or Update a Cost Center
When cost center changes are needed, admins can modify existing cost centers or create new ones. On the Home dashboard, hover over the Admin Tools icon and select Update Cost Centers / Default Managers. If you do not see this option on your ...
How To: Enter a Manual Check
Enter the Payroll Prep for the next scheduled payroll date Select View Pay Statements in the Add/Edit Pay Statements Payroll Prep step. Do not Initiate Payroll or Sync Time Select New Pay Statement Create a new pay statement using the Manual Pay ...
How To: Add a Personal Accrual Schedule
Personal Accrual Schedules allow you to override the amount of time granted for an employee based on the accrual profile assigned. All other aspects of the accrual profile will still apply, such as the frequency of the accrual, carryover settings, ...